Now available: purchase a #MarylandCPAProud face mask and support the MACPA Educational Foundation! BUY NOW

CANCELLED: The Complete Guide to Estate Administrations

Description

Estate and trust administration is a growing part of a CPAs practice. The CPA should understand the process and implications of estate and trust administration. This course focuses on the CPAs role as a key member of the administration team.

Learning Objectives

* Recognize the CPAs role in estate administration.

Major Topics

* Estate settlement issues
* Collection and accounting of assets
* Determining the legitimacy of debts and creditors
* Payment of creditors
* Distribution issues
* Probate issues
* Will contests
* Inventory of assets
* Fiduciary duties
* Rights of creditors, third parties, and beneficiaries
* Federal estate tax issues
* State death tax issues
* Ancillary estate administration issues
* Fiduciary accounting issues
* Special issues regarding trusts

Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend

CPAs, EAs, attorneys finance professionals, financial planners, insurance professionals, and bankers

Instructor(s)
Anthony Rocca
Prerequisites

None

Advanced Preparation

None

Location
LIVE- ONLINE WEBCAST
Event Information
When
Jun 16, 2020
8:00 am - 3:30 pm EDT
Location
LIVE- ONLINE WEBCAST
Format
Live Webcast

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
Become A Member

Register for this Event

CANCELLED: The Complete Guide to Estate Administrations


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×